In a note to clients — as reported by “CNET” — J.P. Morgan analyst Mark Moskwitz — the “iPhone 5” — expected to be unveiled tomorrow at a special Apple media event — will affect rival phone makers, computer vendors, wireless carriers and parts suppliers. How so? Moskwitz says the next gen smartphone will:
° Challenge other handset makers with the new phone’s battery performance, screen size, and form factor;
° If LTE-enabled, as expected, it could cause the PC industry to “could lose further ground to mobile phone vendors, hurting growth at such companies as Dell and HP.”
° Put pressure on wireless carriers’ profit margins;
° Benefit certain parts suppliers such as LG Display (in-cell panels), Samsung (graphics memory), LG Innotek (the iPhone camera module), Semco (chip capacitors) and certain semiconductor suppliers such as Analog Devices, Fairchild and Broadcom.
You can read more at http://news.cnet.com/8301-13579_3-57510215-37/iphone-5-will-disrupt-mobile-industry-says-analyst/?part=rss&subj=news&tag=title .
